R. Jeffrey Durham

Wealth Advisor

After graduating Boise State University with a BS in Political Science I put my degree straight to work managing, operating and owning varies companies in the construction field.

Feeling unfulfilled with my path, I had a chance meeting and found myself pivoting into the wealth advisory world.  I started at Northwestern Mutual in the broker dealer model, but as my knowledge and practice expanded, I felt confined with what could be offered to my clients.

I moved into the fiduciary RIA model with Legacy Wealth Management where I found a group that embraces risk management and loss avoidance beyond just insurance type products.

And the end of the day I want clients to be an extension of my family where we discuss the heart of their fears, their values and what’s important to them so that I can effectively provide financial life planning without taking unacceptable risks.

Additional Info:

Fantasy Job: Professional Surfer…what I’m doing is a close second.
Secret Talent: Ski Boat Driver
Favorite Vacation: The next one
Favorite Movie: Braveheart
Best Financial Advice Ever Received:
Pigs get fat, hogs get slaughtered
Describe Your Personality In One Sentence:
Calm
Place You’d Most Like To Visit: Anywhere warm that I haven’t been
Item On Your Bucket List: Drive Formula 1 Car Full Speed
Biggest Accomplishment:
Raising my kids.
©2019 Legacy Wealth Management. All rights reserved. Contact | Terms & Conditions
Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.
phonefacebookenvelope